Bajaj Finserv Consumption Fund Growth

Bajaj Finserv Consumption Fund Growth

1M
6M
1Y
All
NAV: 15 May '26
₹8.72
Min. for SIP
₹500
Fund size (AUM)
₹614.77 Cr
Expense ratio
4.97%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,230
+1.53%
6 months₹30,000₹29,570
-1.43%
1 year₹60,000₹56,889
-5.18%

Holdings (56)

NameSectorInstrumentsAssets
Eternal Ltd.ServicesEquity7.60%
Bharti Airtel Ltd.CommunicationEquity5.36%
Zydus Wellness Ltd.Consumer StaplesEquity3.76%
Titan Company Ltd.Consumer DiscretionaryEquity3.59%
ITC Ltd.Consumer StaplesEquity3.15%
Nestle India Ltd.Consumer StaplesEquity3.14%
Mahindra & Mahindra Ltd.AutomobileEquity3.13%
Dixon Technologies (India) Ltd.Capital GoodsFutures3.06%
Thangamayil Jewellery Ltd.Consumer DiscretionaryEquity2.94%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity2.93%
Hindustan Unilever Ltd.Consumer StaplesEquity2.82%
Bajaj Auto Ltd.AutomobileEquity2.62%
TVS Motor Company Ltd.AutomobileEquity2.46%
PVR Inox Ltd.ServicesEquity2.22%
Maruti Suzuki India Ltd.AutomobileEquity2.19%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity2.08%
Metro Brands Ltd.Consumer StaplesEquity2.06%
Kajaria Ceramics Ltd.ConstructionEquity1.97%
Orkla India Ltd.Consumer StaplesEquity1.85%
Blue Star Ltd.Consumer DiscretionaryEquity1.83%
Godrej Consumer Products Ltd.Consumer StaplesEquity1.78%
Century Plyboards (India) Ltd.Consumer StaplesEquity1.75%
Orient Electric Ltd.Consumer DiscretionaryEquity1.72%
Asian Paints Ltd.ChemicalsEquity1.62%
Trent Ltd.ServicesFutures1.59%
Havells India Ltd.Capital GoodsEquity1.53%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity1.53%
Astral Ltd.ChemicalsEquity1.50%
CCL Products (India) Ltd.Consumer StaplesEquity1.48%
Samvardhana Motherson International Ltd.AutomobileEquity1.41%
Devyani International Ltd.ServicesEquity1.41%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.33%
Aditya Birla Real Estate Ltd.Consumer StaplesEquity1.32%
Aditya Infotech Ltd.CommunicationEquity1.28%
Bajaj Consumer Care Ltd.Consumer StaplesEquity1.21%
Bajaj Finserv Money Market Fund Direct-Growth--Mutual Fund1.17%
Eicher Motors Ltd.AutomobileEquity1.04%
Emami Ltd.Consumer StaplesEquity1.03%
Berger Paints India Ltd.ChemicalsEquity1.01%
BlackBuck Ltd.ServicesEquity0.97%
Page Industries Ltd.TextilesEquity0.96%
Ultratech Cement Ltd.ConstructionEquity0.94%
BSE Ltd.ServicesEquity0.89%
Indigo Paints Ltd.ChemicalsEquity0.85%
Jubilant FoodWorks Ltd.ServicesEquity0.78%
Radico Khaitan Ltd.Consumer StaplesEquity0.70%
Ganesha Ecosphere Ltd.TextilesEquity0.69%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.51%
Fortis Healthcare Ltd.HealthcareEquity0.51%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity0.49%
PB Fintech Ltd.ServicesEquity0.47%
Mrs. Bectors Food Specialities Ltd.Consumer StaplesEquity0.42%
La Opala RG Ltd.ConstructionEquity0.28%
Westlife Foodworld Ltd.ServicesEquity0.21%
United Breweries Ltd.Consumer StaplesEquity0.08%
Greenpanel Industries Ltd.Consumer StaplesEquity0.06%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹100
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+1.0%-7.4%-1.6%-9.9%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)92826--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 3 months.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

SDS
Sayan Das Sharma
Jun 2025 - Present
View details

Education
B.sc, MBA in Finance and HR
Experience
Perior to joining the Bajaj Finserv AMC, he was associated with Arthya Wealth and Investments Pvt. Ltd, Bank Of Baroda Capital Markets Limited, CRISIL Ltd.
Also manages these schemes

SG
Sorbh Gupta
Nov 2024 - Present
View details

About Bajaj Finserv Consumption Fund Growth

Bajaj Finserv Consumption Fund Growth is a Equity Mutual Fund Scheme launched by Bajaj Finserv Mutual Fund. This scheme was made available to investors on 18 Oct 2021. Siddharth Chaudhary is the Current Fund Manager of Bajaj Finserv Consumption Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹32,301 Cr and the Latest NAV as of 15 May 2026 is ₹8.72. The Bajaj Finserv Consumption Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 3 months. ;

Investment Objective

The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies that are likely to benefit directly or indirectly from the domestic consumption led demand.
Fund benchmarkNIFTY India Consumption Total Return Index

Fund house

Rank (total assets)--
Total AUM₹32,301.42 Cr
Date of Incorporation18 Oct 2021
Phone--
E-mail--
Launch Date18 Oct 2021
AddressS. No - 239/2, 11th Floor, Office No. 1101 A and 1101 B,Sky One Corporate Park, Lohegaon, Pune, Maharashtra Pune 411032
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,